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Centralized Data Management and Automation Platform for HVAC Division
  1. case
  2. Centralized Data Management and Automation Platform for HVAC Division

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Centralized Data Management and Automation Platform for HVAC Division

https://soltech.net
Manufacturing
Consumer products & services

Data Fragmentation and Manual Processes Hindering Operational Efficiency

Multiple disparate data sources across product, sales, and marketing functions with inconsistent formats and manual update processes prevent timely business decisions. Previous vendor attempts to integrate Salesforce failed, causing delays in revenue-critical operations and requiring excessive manual data management.

About the Client

Global leader in air conditioning systems and building management solutions, seeking digital transformation for operational efficiency

Unified Data Architecture and Process Automation Goals

  • Establish centralized Salesforce-based data repository as single source of truth
  • Automate cross-departmental data synchronization between systems
  • Implement marketing campaign automation with lead tracking
  • Enable secure partner access to product information
  • Reduce manual data management overhead by 70%

Core System Capabilities

  • Salesforce product database with file repository integration
  • Automated website content updates via Salesforce API feeds
  • Pardot marketing automation for campaign management
  • Role-based secure portal for business partners
  • Real-time sales/marketing data synchronization dashboard

Technology Stack Requirements

Salesforce CRM
Pardot
Custom API Integrations
Cloud Hosting Platform

System Integration Needs

  • Salesforce-Website Data Feeds
  • Pardot-Salesforce Lead Sync
  • Legacy Systems Data Migration

Operational Requirements

  • 99.9% system uptime SLA
  • Role-based access controls
  • 2000 concurrent user capacity
  • ISO 27001 compliance
  • API response time <500ms

Business Transformation Outcomes

Enables real-time data-driven decision making across departments, reduces manual data processing time by 65%, accelerates marketing campaign deployment by 40%, and improves cross-functional collaboration through unified data access. Salesforce centralization reduces integration complexity while marketing automation increases lead conversion tracking accuracy by 80%.

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